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Procedure documentation Creating a Business Partner  Locate the document in its SAP Library structure


To be able to staff project roles with resources, you have to create the resources as business partners in Project Resource Planning.

You use this function to create resources or organizations as business partners.


You need structural authorizations (see Customizing for Collaboration Projects under Assign Authorization Profiles to Users). In the application, you can only create business partners for project role types that are not relevant to the WFD Server.




Creating a business partner from the SAP menu


You first have to create a new business partner as a general business partner. Secondly, you create the new business partner in the employee role. Only then is the business partner available in cProjects.

If you are using HR integration, note the information under “Creating a business partner with HR integration”.


       1.      In the SAP menu, choose Collaboration Projects Master Data Business Partner Maintain Business Partner.

       2.      Choose Create Person or Create Organization.

       3.      Enter the required data.

       4.      Save your entries.

Creating a business partner with HR integration

If you are using mySAP Human Resources, you can transfer your master data.

For more information, see Customizing for Collaboration Projects under Application Link Enabling (ALE) for HR Integration and the SAP Notes 312090 and 390380.

If you want to create extra external resources, you can do this in the SAP menu as described above. In this case use the business partner role resource.

Creating a business partner in the application

This function is only intended for cases where you want to assign a business partner in the application and notice that the business partner does not exist yet in the system. To avoid having to exit the application, you can enter the business partner directly from cProjects. Note that you cannot enter all business partner data (for example, address, gender, or form of address) if you do this. You have to complete the missing data later on by choosing Maintain Business Partner in the SAP menu. Therefore, we recommend that you always create business partners via the SAP menu or transfer them using ALE.


       1.      In the Projects initial view, choose the Resources tab page, then the Staffing view.

       2.      Choose Show Search and then Create.

       3.      Enter the required data and choose Create.

The system creates the business partner in the resource role. You can use it straight away as a resource or candidate.


See also:

Staffing of Project Roles with Resources


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